@utexas.edu
University Libraries
University of Houston (Ret.)
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Teresa Hazen, Julie Zhu, and Richard Guajardo
Informa UK Limited
ABSTRACT The National Information Standards Organization (NISO) recently revised the Open Discovery Initiative Recommended Practice (https://www.niso.org/publications/rp-19-2020-odi), which outlines best practices for discovery service providers. It streamlines the process by which libraries, content providers, and discovery service providers work together; defines models for “fair” linking; and suggests usage statistics that should be collected for libraries and for content providers. The recommendations in this document, created by members of the Open Discovery Initiative Standing Committee, enable libraries, discovery service providers, and content providers to work together to the full extent of their abilities – thus providing an effective and rich experience to end users.
Jeannie Castro, Richard Guajardo, Matthew Ragucci, and Melissa Randall
Informa UK Limited
ABSTRACT The world of e-book records can be quite divergent, depending on the source of those records. Record content and quality can vary greatly. An engaging session about Metadata 2020 at the 2017 NASIG Annual Conference led the authors to wonder: is there a way to assess how libraries, publishers, and vendors are currently operating in this space for e-book records? This article will provide comparative data from two libraries and include a publisher’s workflows and perspective on the subject. This library and publisher partnership highlights these differences and posits suggestions for collaboration and improvement.
Richard Guajardo, Don Hamparian, and Peter Katz
Informa UK Limited
ABSTRACT This conference report relates a librarian’s, a publisher’s, and a vendor’s experiences with compromised user accounts and describes what can be done to minimize the incidence of abusive downloading of e-resource licensed content. Richard Guajardo, Head of Resource Discovery Systems at the University of Houston, discusses how phishing attempts can lead to compromised user accounts, and how the library determined that the activity was not conducted by university affiliates. Peter Katz, Vice President, Customer Lifecycle Solutions Support at Elsevier, provides background information on how the issue of compromised user accounts is an international problem and how it continues to spread. Don Hamparian, Senior Product Manager Identity Management at OCLC, discusses what can be done to manage the issue, and how libraries can participate in developing future solutions. Readers will leave with a variety of potential solutions for detecting and preventing similar activity at their libraries.
Susan Davis, Deberah England, Tina Feick, and Richard Guajardo
Informa UK Limited
ABSTRACT This conference report describes a discussion about e-resources acquisitions work from the perspectives of a continuing resources acquisitions librarian, an electronic resources librarian, and a subscription agent. Topics addressed include the use of ticketing systems to track e-resources problems, the role of the subscription agent in the e-resources lifecycle, and best practices for communication in e-resources workflows. The presenters used real life situations as case studies to share tips, tricks, successes, and pain points in the e-resource lifecycle. They emphasized setting realistic expectations and employing effective communication strategies to solve e-resource cases with more success and less stress.
Richard Guajardo, Kelsey Brett, and Frederick Young
Informa UK Limited
ABSTRACT For the past several years academic libraries have been adopting discovery systems to provide a search experience that reflects user expectations and improves access to electronic resources. University of Houston Libraries has kept pace with this evolving trend by pursuing various discovery options; these include an open-source tool, a federated search product, and two index-based discovery systems. In our pursuit of better options for users and improved access to electronic resources, important criteria for evaluating discovery systems have been identified, as well as valuable lessons that may be applied during future system-evaluation processes and implementations.
Annie Wu, Richard Guajardo, and Stephanie Rodriguez
Informa UK Limited
ABSTRACT University of Houston (UH) Libraries, along with three other UH Systems libraries, took the initiative to implement Resource Description and Access (RDA), the new resource description standard, across their shared library database. An RDA Implementation Task Force was established to develop a plan and a strategy for the implementation process. The task force targeted a major goal of retrospective enrichment of all existing bibliographic records with RDA elements. This article discusses the RDA implementation planning, systems configuration, vendor collaboration, local RDA guidelines, training, and communication. Authors also identify challenges, benefits, and lessons learned from this process.
Richard Guajardo and Jamie Carlstone
Informa UK Limited
The presenter describes the process of successfully implementing a full-scale Resource Description and Access (RDA) conversion and authority control project in the midst of migrating to a new integrated library system at the University of Houston Libraries. This presentation focuses on the impact on electronic resources, although the project was a full-scale conversion. The project allowed the library to create more granularity with the material type codes, which had an impact on both the Online Public Access Catalog and the discovery layer. The goal for the project, while time consuming, resulted in the conversion of RDA records to be done in a large batch project rather than record by record over the course of several years.
Richard Guajardo
Informa UK Limited